Purchases and Sales Made in Q2 2024 in J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q2 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.18K+ 27.42% |
$176K - $183K
|
14.8K
$881K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.17K+ 12.7% |
$176K - $182K
|
28.1K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 6.62% |
$176K - $182K
|
51K
$3.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.15K+ 39.07% |
$174K - $181K
|
11.2K
$667K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.14K+ 22.3% |
$174K - $180K
|
17.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.13K+ 3.91% |
$173K - $179K
|
83.1K
$4.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.09K+ 35.55% |
$171K - $177K
|
11.8K
$702K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.08K+ 1.2% |
$171K - $177K
|
260K
$15.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.08K+ 229.14% |
$171K - $176K
|
4.42K
$263K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.03K+ 1.55% |
$168K - $174K
|
199K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.02K+ 18.48% |
$167K - $173K
|
19.4K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 21.32% |
$167K - $173K
|
17.2K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3K+ 5.14% |
$167K - $172K
|
61.5K
$3.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3K+ 1.58% |
$167K - $172K
|
193K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.97K+ 13.76% |
$165K - $170K
|
24.5K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.96K+ 125.81% |
$164K - $170K
|
5.32K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.87KNew |
$159K - $165K
|
2.87K
$171K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.86K+ 2.52% |
$159K - $164K
|
116K
$6.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.84K+ 10.0% |
$158K - $163K
|
31.3K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.82K+ 0.31% |
$157K - $162K
|
923K
$55M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.74K+ 5.76% |
$152K - $157K
|
50.3K
$2.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.71K+ 20.41% |
$150K - $156K
|
16K
$953K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.71K+ 9.25% |
$150K - $155K
|
32K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.67KNew |
$148K - $153K
|
2.67K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.65K+ 70.21% |
$147K - $152K
|
6.42K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64K+ 9.68% |
$146K - $151K
|
29.9K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.61K+ 33.06% |
$145K - $150K
|
10.5K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.57K+ 9.77% |
$143K - $148K
|
28.9K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.57K+ 51.14% |
$142K - $147K
|
7.59K
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.55K+ 5.34% |
$142K - $146K
|
50.4K
$3M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.51K+ 89.56% |
$139K - $144K
|
5.32K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.5K+ 8.21% |
$139K - $144K
|
33K
$1.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.49K+ 7.83% |
$138K - $143K
|
34.3K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.48K+ 40.29% |
$137K - $142K
|
8.62K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.47K+ 19.33% |
$137K - $142K
|
15.3K
$909K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.46K+ 1.95% |
$136K - $141K
|
128K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.42KNew |
$134K - $139K
|
2.42K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.41K+ 7.76% |
$133K - $138K
|
33.4K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.37K+ 6.25% |
$131K - $136K
|
40.2K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.35K+ 2.47% |
$130K - $135K
|
97.6K
$5.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.34K+ 24.39% |
$130K - $134K
|
11.9K
$712K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33KNew |
$129K - $134K
|
2.33K
$139K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.31K+ 19.84% |
$128K - $132K
|
13.9K
$830K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.31K+ 6.66% |
$128K - $132K
|
36.9K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 4.69% |
$126K - $130K
|
50.6K
$3.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.26K+ 15.43% |
$125K - $130K
|
16.9K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 4.87% |
$122K - $126K
|
47.3K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 3.91% |
$120K - $124K
|
57.7K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.16K+ 34.25% |
$120K - $124K
|
8.48K
$506K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.16K+ 36.42% |
$120K - $124K
|
8.1K
$483K
|